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CIK: 0001799544
Total reported value
$774.3M
$774.3M
362 檔
60.4%
As reported in its official Q4 2024 Form 13F filing, Hoey Investments, Inc's tracked investment portfolio stood at $774.3M with 362 total positions.
Hoey Investments, Inc executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 5 holdings and trimming 17 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AMZN, META) accounted for 60.4% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 362 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 30.94% | +0.95% | +4.26% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 22.41% | +0.67% | +1.07% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 11.75% | -3.10% | +10.73% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 9.53% | -0.83% | -6.41% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.00% | +0.22% | +22.06% | |
| 6 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.43% | -1.89% | +518.90% | |
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 1.93% | -0.27% | +13.66% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.73% | +0.07% | +915.40% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | -0.02% | +40.64% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 1.18% | -0.08% | +4.19% | |
| 11 | GE | General Electric | Stock-Industrials | 1.05% | +0.21% | +18.83% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.87% | +0.32% | +224.40% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 0.80% | -0.26% | +69.11% | |
| 14 | NOW | Servicenow Inc | Stock-Tech | 0.75% | -0.03% | +52.70% | |
| 15 | UBER | Uber Technologies Inc | Stock-Industrials | 0.67% | -0.47% | -5.29% | |
| 16 | MS | Morgan Stanley | Stock-Financials | 0.65% | +0.21% | +57.41% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.45% | -0.04% | -7.02% | |
| 18 | GEV | GE Vernova Inc | Stock-Industrials | 0.45% | +0.28% | +0.10% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.26% | -0.25% | EXIT | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.32% | +0.32% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 0.23% | -0.03% | -31.71% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 0.23% | — | -27.23% | |
| 23 | CMC | Commercial Metals Co | Stock-Industrials | 0.21% | -0.07% | +9.30% | |
| 24 | NVDL | Granitesh 2x Lng Nvda ETF | ETF-Other | 0.20% | -0.11% | +24.36% | |
| 25 | AMZU | Dire Dly Amzn Bul 2x Etf-usd | ETF-Other | 0.20% | -0.01% | -12.56% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.19% | -0.03% | +33.88% | |
| 27 | MRVL | Marvell Technology Inc | Stock-Tech | 0.18% | +0.41% | -23.16% | |
| 28 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.17% | -0.03% | -18.53% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.15% | — | +181.40% | |
| 30 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.14% | — | -21.07% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.14% | -0.02% | -7.10% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.13% | +0.03% | +143.13% | |
| 33 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 0.13% | — | -23.74% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.12% | -0.02% | +9.67% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | +0.02% | +15.84% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | — | +69.98% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.11% | — | +1.36% | |
| 38 | ALAB | Astera Labs Inc | Stock-Tech | 0.11% | +0.19% | -29.28% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.10% | — | +286.86% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.10% | — | — | |
| 41 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.09% | -0.03% | EXIT | |
| 42 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.09% | -0.03% | +216.48% | |
| 43 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.09% | — | -17.24% | |
| 44 | ZTS | Zoetis Inc | Stock-Healthcare | 0.09% | -0.02% | -17.94% | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.08% | — | -13.62% | |
| 46 | CMI | Cummins Inc | Stock-Industrials | 0.08% | +0.01% | +1034.92% | |
| 47 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.08% | +0.02% | -21.55% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.08% | -0.07% | EXIT | |
| 49 | GM | General Motors Co | Stock-Consumer Disc | 0.08% | -0.01% | -23.74% | |
| 50 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.08% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +2.3% | +518.90% | Add |
| 2 | AVGO | Broadcom Inc | +1.6% | +915.40% | Add |
| 3 | META | Meta Platforms Inc-class A | +1.5% | +10.73% | Add |
| 4 | AAPL | Apple Inc | +0.9% | +22.06% | Add |
| 5 | GS | Goldman Sachs Group Inc | +0.6% | +224.40% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.5% | +40.64% | Add |
| 7 | AMZN | Amazon.com Inc | +0.4% | +1.07% | Add |
| 8 | WMT | Walmart Inc | +0.4% | +69.11% | Add |
| 9 | NOW | Servicenow Inc | +0.3% | +52.70% | Add |
| 10 | WFC | Wells Fargo & Co | +0.3% | +13.66% | Add |
| 11 | MS | Morgan Stanley | +0.3% | +57.41% | Add |
| 12 | NVDA | Nvidia CORP | +0.2% | +4.26% | Add |
| 13 | GEV | GE Vernova Inc | +0.2% | +0.10% | Add |
| 14 | GE | General Electric | +0.1% | +18.83% | Add |
| 15 | GSK | Gsk Plc-spon Adr | +0.1% | NEW | New buy |
| 16 | CAT | Caterpillar Inc | +0.1% | +143.13% | Add |
| 17 | CMI | Cummins Inc | +0.1% | +1034.92% | Add |
| 18 | NOC | Northrop Grumman CORP | +0.1% | +216.48% | Add |
| 19 | COST | Costco Wholesale CORP | +0.1% | +69.98% | Add |
| 20 | BITO | Proshares Bitcoin Etf-usd | +0.1% | NEW | New buy |
| 21 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 22 | MA | Mastercard Inc - A | +0.1% | +1100.00% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +328.78% | Add |
| 24 | NFLX | Netflix Inc | 0% | +2.96% | Add |
| 25 | LMT | Lockheed Martin CORP | 0% | +33.88% | Add |
| 26 | MSTR | Strategy Inc | 0% | +1204.35% | Add |
| 27 | IBM | Intl Business Machines CORP | 0% | +93.76% | Add |
| 28 | BAC | Bank Of America CORP | 0% | +4.19% | Add |
| 29 | BKNG | Booking Holdings Inc | -0.1% | EXIT | Sold out |
| 30 | AFRM | Affirm Holdings Inc | -0.1% | EXIT | Sold out |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -67.27% | Trim |
| 32 | HUM | Humana Inc | -0.1% | EXIT | Sold out |
| 33 | EEM | Ishares Msci Emerging Market | -0.1% | -41.04% | Trim |
| 34 | VTV | Vanguard Value ETF | -0.1% | -83.81% | Trim |
| 35 | ENPH | Enphase Energy Inc | -0.1% | -90.14% | Trim |
| 36 | TSLA | Tesla Inc | -0.1% | -74.42% | Trim |
| 37 | HCA | Hca Healthcare Inc | -0.1% | -21.07% | Trim |
| 38 | EMR | Emerson Electric Co | -0.1% | -27.23% | Trim |
| 39 | CVX | Chevron CORP | -0.1% | -53.74% | Trim |
| 40 | SMCIUSD | Super Micro Computer Inc | -0.1% | EXIT | Sold out |
| 41 | BDJ | Blackrock Enhanced Eqty Dvd | -0.1% | EXIT | Sold out |
| 42 | AMGN | Amgen Inc | -0.2% | -31.71% | Trim |
| 43 | SOXL | Direx Dail Semi Bu 3x Et-usd | -0.3% | -23.74% | Trim |
| 44 | UBER | Uber Technologies Inc | -0.3% | -5.29% | Trim |
| 45 | MRK | Merck & Co. Inc. | -0.4% | -99.90% | Trim |
| 46 | GOOGL | Alphabet Inc-cl A | -0.5% | -88.61% | Trim |
| 47 | AMD | Advanced Micro Devices | -0.8% | -94.87% | Trim |
| 48 | PANW | Palo Alto Networks Inc | -1.8% | -96.20% | Trim |
| 49 | CRWD | Crowdstrike Holdings Inc - A | -2% | -99.50% | Trim |
| 50 | MSFT | Microsoft CORP | -2.6% | -6.41% | Trim |
According to official SEC Form 13F filings, Hoey Investments, Inc reported a total U.S. public equity portfolio value of $774.3M across 362 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
GSK
市值: $452.5K
Top Position Liquidated / Trimmed
SMCIUSD
前期市值: $650.6K
During Q4 2024, Hoey Investments, Inc's top holdings by market value included NVDA (30.9%)、AMZN (22.4%)、META (11.8%). The largest single position, NVDA, represented 30.9% of total portfolio value.
In Q4 2024, Hoey Investments, Inc made 50 total portfolio adjustments, initiating 3 new buys, adding to 25 positions, trimming 17 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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